Thanks @adam In my case, I am gathering physical product production information from my client in order to move forward with a printed packaging design deliverable. Although she’ll be confirming bits and pieces over a few days or weeks, it’s helpful for me to see what she can currently confirm as she has it. For example, confirming the delivery date of her samples to the warehouse can help me confirm package production timing with the printer. Does that help? Is there a better tool I’m missing to account for this in Copilot? I am exploring Tasks but there doesn’t seem to be a lot of functionality in terms of collecting info within individual tasks. Would love to hear your recommendations. I have been trying out Copilot for a few weeks now & he main product I’m comparing it to at the moment is FIllout (https://fillout.com/) which is working to launch their Portal functionality.
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